Layout of key sectors and industries: Based on the above analysis, investors can focus on high-quality enterprises in automobile, home, electronic products, service consumption, new consumption and real estate-related fields.Policy Orientation and Consumption Potential
When planning the economic work in the second half of the year and for some time to come, the the Political Bureau of the Communist Party of China (CPC) Central Committee Conference particularly emphasized the need to boost consumption and expand domestic demand. This policy orientation has brought unprecedented development opportunities to many sectors and industries.Service consumption fieldDigital consumption, green consumption and healthy consumption: These new consumption patterns are developing vigorously and become new highlights in the consumer market. For example, digital consumption has promoted the rise of new consumption patterns such as online shopping, live e-commerce and cross-border e-commerce; Green consumption and healthy consumption reflect consumers' increasing concern for environmental protection and health.
Policy Orientation and Consumption PotentialPay attention to enterprise fundamentals: When choosing investment targets, investors should pay attention to fundamental factors such as profitability, growth and market competitiveness of enterprises to ensure the safety and profitability of investment.Follow closely the policy orientation: investors should pay close attention to the implementation of the national policy of expanding domestic demand and promoting consumption, and the impact of related policies on different sectors and industries.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide